Version 2023.4.0 release notes

General

• To help our Support team better assist you, we added a Configuration Information screen. Select Help, and then hold the Shift key when you select About. Then, select the Configuration Information button.
• We updated the Accounting CS Library portlet (available in the Home, Firm, Staff, and Client dashboards). When you download a ZIP file, you'll need to manually unzip it to add the contents to Report Designer. We plan to automate this process better in a future release.

Accounting

• We updated the tax codes in the Chart of Accounts and Enter Trial Balance screens for integration with the 2023 version of UltraTax CS and GoSystem Tax RS.
• We updated the Tax Code Listing PDF for the 2023 tax year.

Report Designer

Payroll Compliance

• In the Clients screen, we added a 1099 Forms tab, and moved the Federal 1099 form information from the Payroll Taxes tab to the new tab. For each 1099 form type, you can change the Filing Method, Do Not File, and Threshold Amount options.
• We temporarily removed the Federal 1099 option from the Edit Multiple Clients wizard.
• We added the ability to electronically file Forms 1099-MISC and 1099-NEC via IRIS (Information Return Intake System). noteThe charge to electronically file Federal 1099 forms sent via CS Connect is $13 per client per form type. If you have the 940/941 unlimited e-filing license, you'll be able to test and file forms 1099-MISC and 1099-NEC through March 2024 at no additional cost.
• We discontinued support for printing 2-D barcodes on all copies of Form W-2 and W-3. The Exclude 2-D barcodes on Forms W-2/W-3 option is now unavailable in the Print Options window in the Process Payroll Tax Forms and Process Client Forms screens.
• In the Edit Payroll Tax Forms screen, when you select 1099 in the Form type field, we made the Additional Information button temporarily unavailable.

Federal

• We added electronic files for Forms 1099-MISC and 1099-NEC.
• We updated the following forms:
  • Form 940 and electronic file noteFor tax year 2023, the following states/territories are credit reduction states that are reportable on Form 940 Schedule A:
    • California
    • New York
    • Virgin Islands
  • Form 943 and electronic file
  • Form 944 and electronic file
  • Form 945 and electronic file
  • Forms W-2 Copy A and W-3 facsimile copies for 2023
  • Form W-2 internet file
  • Forms 1099 and 1099 Corrected internet files
  • Forms 1094-C and 1095-C
    • Paper copies for 2023
    • Internet file
    • Corrected internet file
    • Replacement internet file

Alabama

• Beginning January 1, 2024, overtime paid to hourly wage employees who worked more than 40 hours in a week are excluded from Alabama gross income and exempt from Alabama state income tax. Visit Alabama's website for more information about the overtime exemption. We recommend that you set up a new pay item with the new tax treatment for recording overtime wages.
• We updated Form A-3.

Colorado

• You can now enter either the 8 digit or 9 digit Unemployment ID that the Department of Labor is issuing.
• We updated Forms DR 1093 and UITR-1.

Connecticut

District of Columbia

Georgia

Indiana

Kentucky

• We added the following forms.
  • City of Clinton - Form Annual
  • City of Russell-Occupational License Fee Division - Form Annual
  • Clay County Occupational Tax - Forms Annual(M) and Annual(Q)
  • Graves County Fiscal Court - Form Annual
• We updated the following forms.
  • Form K-5
  • City of Bowling Green - Forms AR and WR
  • City of Newport - Form CN-15
  • Director of Finance, City of Madisonville - Form Annual
  • Estill County Fiscal Court - Form CCQ2A
  • Henderson Tax Administrator - Form APR
  • Ohio County Tax Administrator - Form Annual
  • Taylor County Tax Administrator - Form Annual
  • Warren County Public Schools - Form Annual
• We added the Campbell County Mental Health tax and Campbell County Senior Citizens tax to the Campbell County Fiscal Court tax agent.
• The following forms haven't been released:
  • Fayette County Public Schools - Form 222-S
  • Lexington-Fayette Urban County Government - Form 222

New York

North Carolina

• You can now enter either a 7 digit, 8 digit, or 10 digit Unemployment ID that the Division of Employment Security is issuing. noteWe're working with the agency to update Form NCUI 101, its internet file, and the ACH credit payment file to meet their new NCSUITS system requirements. We plan to release these changes in an update in time to meet the form and payment filing deadlines.
• We updated the internet files for Form 1099.
• Form NCUI 101 is pending approval from North Carolina. If it's approved before the next update, we'll make it available immediately and let you know with an alert when you open Accounting CS.

Ohio

• The Ohio Treasurer of State now requires all employers to file Forms W-2 Copy 1 and IT-3 electronically and will no longer accept paper copies of the form. We removed the Paper filing method, and you can still file the forms using the Internet filing method.
• Columbus City Treasurer Forms IT-13 and IT-13J are pending approval from Ohio. If they're approved before the next update, we'll make them immediately available and let you know with an alert when you open Accounting CS.
• The following forms haven't been released:
  • Central Collection Agency (CCA) - Form CCA-W3
  • City of Cincinnati Income Tax Division - Form W-3

Rhode Island

South Carolina

West Virginia

Wisconsin